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Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author may hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. I have positions in all of the below stocks at the time of publishing this article. This is a disclosure - not recommendations to buy or sell stocks.

Portfolio update

The portfolio up +0.8% over the past month and now +1.9% since inception in October last year.

Jardine Cycle & Carriage, Multi Bintang, Delfi and Ichigo Hotel REIT all increased in price while tech stock Sony dropped in line with NASDAQ. The exposure to Indonesian stocks has helped.

What stands out to me is the incredible weakness in the Japanese Yen, which depreciated 11% in just over a month. This depreciation has be…